Robert Marcus Email & Phone Number

New York

Medical Devices & Services Senior Analyst at JPMorgan

New York, Ny

 Research the Healthcare sector with a focus on Biotechnology, Pharmaceutical, Generic Drug, and Healthcare Services  Conduct in-depth analyses of the industries and companies in the sector via management interviews, conversations with industry experts, participation in industry conferences, and by monitoring market trends Construct financial models for covered companies; develop detailed sales and earnings projections and perform a variety of valuation analysis including discounted cash flows, scenario analysis, and earnings multipliers Communicate regularly with senior company management, sell-side analysts, and physicians to gain further insight on topics that matter to stocks, as well as attend company and industry-related meetings and conferences

 Led a team of associates responsible for all aspects of managing a $2.4 billion base of private client assets Developed stock, bond, mutual fund and wealth forecasting analyses for prospective high net worth clients  Collaborated with financial advisors and wealth management analysts to assess the financial situation of each prospect and determine the optimal wealth management plan for their overall portfolio Mentored and trained new team members in their development as associates

 Led a team of associates responsible for all aspects of managing a $2.4 billion base of private client assets Developed stock, bond, mutual fund and wealth forecasting analyses for prospective high net worth clients  Collaborated with financial advisors and wealth management analysts to assess the financial situation of each prospect and determine the optimal wealth management plan for their overall portfolio Mentored and trained new team members in their development as associates